Sun, Surf, and Strategies
2024
May 2 - 5
Ritz-Carlton Amelia Island
Amelia Island, FL
 

Program Agenda

  • Thursday May 2, 2024
  • Friday May 3, 2024
  • Saturday May 4, 2024
5:00p - 6:00p

WIN Society Cocktail Reception

6:00p - 7:00p

Welcome Cocktail Reception

7:00p - 9:00p

Opening Night Group Dinner

8:00p - 11:59p

Hospitality Suite in the Tidewater Grill

7:00a - 8:00a

Sunrise Yoga

7:00a - 8:30a

Breakfast and Program Registration

Diane Averell

Diane Averell

Porzio Bromberg & Newman
New Jersey
8:30a - 8:35a

Opening Statement by The Trial Network Chair

8:35a - 8:40a

Welcome from the Seminar Chairs

Jack Sharman

Jack Sharman

Lightfoot Franklin & White
Alabama
8:40 - 9:00a

Young Thug, Old Question: Evidentiary Use of Lyrics at Trial

In the criminal trial of Atlanta rapper “Young Thug,” the prosecution introduced lyrics from the defendant’s songs as evidence to support claims of knowledge, intent, and motive, begging several questions: Are lyrics admissible under the rules of evidence? Are lyrics still a “statement” when contained in an artwork? To what extent does prejudice outweigh relevance, and how is that measured? White-collar trial lawyer Jack Sharman will address the implications of these questions for both the defendant and the criminal prosecution or civil plaintiff.

Katheleen Ehrhart

Katheleen Ehrhart

Smith Gambrell Russell
Illinois (Northern)
9:00a - 9:20a

Careful What You Wish For: Defending Against Mass Arbitrations

Mass arbitrations – where plaintiffs’ firms organize claimants to bring tens of thousands of arbitrations against companies with arbitration provisions and class action waivers in their consumer terms-of-use agreements – are on the rise. In this session, Smith Gambrell Russell’s Kathy Ehrhart explores defense tactics, how to assess the merit of claims, discovery strategies, and what companies can do to mitigate the risk of facing mass arbitrations.

Marissa Ronk

Marissa Ronk

Wheeler Trigg O’Donnell
Colorado
9:20a - 9:40a

Using Your Own Rules Against You: How the Plaintiffs’ Bar is Moving Away from Reptile Theory Toward Strict Compliance

The plaintiff’s bar is moving away from the reptile theory –  an emotional, fear-based approach where attorneys ask the jury to put themselves in the injured plaintiff’s shoes – and toward “strict compliance,” focusing instead on company conduct and internal violations to sway jurors in their favor. In this session, Wheeler Trigg O’Donnell’s Marissa Ronk explores this emerging trend and provides strategies for corporate defendants to manage this new approach.

Mark Clark

Mark Clark

Parsons McEntire McCleary
Texas
9:40a - 10:00a

An Ominous Forecast: Climate Change Litigation Threatens Tort Law Concepts

Climate change litigation in the United States has proliferated in recent years, stemming from a myriad of sources, including the continued use of fossil fuels around the world. Mark Clark from Texas member Parsons McEntire McCleary will explore the challenges to prove liability, causation, and damages in mass climate change litigation. He will also discuss how plaintiffs’ lawyers are approaching climate change litigation to change long-held tort law concepts, shift the paradigm of cause and effect, and win for plaintiffs at significant costs to corporate defendants.

10:00a - 10:20a

Refreshment Break

Nikki Nesbitt

Nikki Nesbitt

Goodell DeVries Leech & Dann
Maryland
10:20a - 10:40a

Separation Anxiety: Can Employers Still Buy Their Peace with Parting Employees?

The National Labor Relations Board has declared broadly worded confidentiality, non-disclosure, and non-disparagement clauses unlawful in severance agreements with employees, leaving employers with little guidance on the extent to which they can restrict departing employees from disclosing separation terms and how employers should update their severance agreement templates. Nikki Nesbitt from Maryland member Goodell DeVries will walk you through the policy justification for these new prohibitions as well as the linguistic pitfalls and semantic safe zones for your revised agreements.

Melissa Muro LaMere

Melissa Muro LaMere

Snell & Wilmer
California (Southern)
10:40a - 11:20a

Panel - The War on Non-Competes: Navigating the National Maze of Restrictive Covenant Enforceability

Are you wondering how to formulate an effective strategy for restrictive covenant use and enforcement in the face of the rapidly evolving legal landscape? Are you frustrated by inconsistent state laws on non-competition and non-solicitation covenants? This panel of experienced in-house and outside counsel will discuss the latest trends and best practices for using restrictive covenants and other legal tools to protect what matters most – your company’s talent, confidential information, and customer relationships.

Panelists:
Bruce Batista – Sherwin-Williams
Scot Elder – Treace Medical Concepts
Jeremy Glassford – EPIC Insurance Brokers
Sherin Sakr – WellBiz Brands

11:20a - 11:30a

Gather Lunch for Breakout Sessions

Justin Weiner

Justin Weiner

Bush Seyferth
Michigan
11:30a - 12:30p

Breakout A - Trade Secret Damages: An Old, Unresolved Issue with Potentially Big Consequences

Trade secret litigation is on the rise. Since the Federal Circuit clamped down on excessive patent damages awards, states updated trade secrets laws to the Uniform Trade Secrets Act, and Congress passed the federal Defend Trade Secrets Act, plaintiffs have increasingly turned to trade secrets as a means of pursuing IP claims. In this breakout, in-house and outside counsel will explore developments in trade secrets law; ways to favorably shape future regulations; and strategies to mitigate risk, respond to post-separation demands, and achieve favorable litigation outcomes.

Discussion Leader:
Ken Mathieu – Berkeley Research Group

David Harless

David Harless

Christian & Barton
Virginia
11:30a - 12:30p

Breakout B - 20/20 Hindsight: The Contract Terms Trial Lawyers Wish Their Clients Considered

Reviewing the relevance, risks, and consequences of certain contract terms can dramatically reduce the risk of conflict and litigation. Drawing on decades of experience handling contract disputes, Christian & Barton’s David Harless will review the Top 10 contractual terms that result in conflict and litigation, including arbitration, indemnification, and restrictive covenants, and will discuss strategies for crafting those provisions to minimize the potential for disputes.

Discussion Leader:
Steve Fogg – Corr Cronin
Lee Hollis – Lightfoot Franklin & White
Katie Reilly – Wheeler Trigg O’Donnell
Tony Ropert – Thompson Hine
Amy Sorenson – Snell & Wilmer

Denia Aiyegbusi

Denia Aiyegbusi

Deutsch Kerrigan
Louisiana
11:30a - 12:30p

Breakout C - When the Client Drives the Bus: Unorthodox Case Management and Mediation Strategies

Why don’t in-house counsel run bi-weekly calls to review outside counsel’s progress on their action items? Who says the decision-maker should stay in the room during a mediation? In this breakout, session leaders share how they have embraced unconventional roles for clients and share their tips for a smoother ride.

Discussion Leader:
Christallyn Williams – Sigma Aldrich
Tina Wills – Smith Gambrell Russell

Robert Shimberg

Robert Shimberg

Hill Ward Henderson
Florida
11:30a - 12:30p

Breakout D - Data Breaches and Ransomware Attacks: Why These Incidents Continue to be a Top Concern

Data breaches and ransomware attacks continue to be a pressing issue for in-house counsel. This breakout session will equip participants to identify the extent of a breach or impact of a cyberattack; explore best practices for response strategies; cover legal and notice obligations; and provide tips for mitigating the risk and impact of future attacks.

Discussion Leader:
Greg Marshall – Snell & Wilmer

1:00p - 5:00p

Afternoon Recreation - Golf Tournament, Craig Cats, Fishing, Kayaking, Arcimotos, Pickleball, Town Shuttle, Spa, Pool, Beach

6:00p - 9:00p

Friday Cocktail Reception and Group Dinner

8:30p - 11:59p

Hospitality Suite in the Tidewater Grill

7:00a - 8:00a

Sunrise Yoga

7:00a - 8:30a

Breakfast and Program Registration

8:30a - 8:40a

Welcome Back from the Seminar Chairs

Stephanie Douglas

Stephanie Douglas

Bush Seyferth
Michigan
8:40a - 9:00a

When Class Actions are Trending, You Need Tools for Defending

A clever plaintiffs’ lawyer can make a federal case out of anything – or nothing – literally. Unfortunately, courts often allow no-injury cases to proceed past pleadings, into discovery, and even past certification. This session highlights the trend of no-injury class actions, explains how the courts are responding, and provides practical tools for bucking the trend.

David Atkinson

David Atkinson

Swift Currie McGhee & Hiers
Georgia
9:00a - 9:20a

ETHICS - Rough Surf: Social Media and Ethics

As the line between personal and professional social media becomes blurrier and the digital landscape continues to evolve, it is imperative for lawyers to consider ethical issues arising from their social media presence. In this presentation, David Atkinson from Swift Currie will examine considerations for commenting on pending (or potential) litigation; confidentiality issues; advertising regulations; implications of social network connections; and best practices for nonlawyers, in-house lawyers, and their staff.

Katrina Smeltzer

Katrina Smeltzer

Sandberg Phoenix & von Gontard
Missouri
9:20a - 9:40a

ETHICS - Eight Tips on Attorney-Client Privilege and the Common-Interest Doctrine

Preserving attorney-client privilege and navigating the common-interest doctrine are essential litigation skills. In this important presentation, Sandberg Phoenix attorney Katrina Smeltzer will discuss practical considerations for preserving the attorney-client privilege, including when it is most vulnerable and when it should be exercised. She will also explore the common interest doctrine in both co-defendant and affiliated corporate settings, including its application, limitations, and strategic considerations.

Tony Rospert

Tony Rospert

Thompson Hine
Ohio
9:40a - 10:00a

ETHICS - Liar, Liar: Ethical Considerations in the Use of Deception in Settlement Negotiations

When it comes to the strategic use of deception in settlement negotiations, how far can a lawyer go to achieve client goals? Tony Rospert from Ohio member Thompson Hine will consider the ethical dilemma trial lawyers face between their obligation to be fair and truthful and the use of deception to mask their client’s true settlement position.

10:00a - 10:20a

Refreshment Break

Steve Finley

Steve Finley

Gibbons
Pennsylvania
10:20a - 10:40a

Strict Liability Is Just One Click Away

Strict products liability has expanded to include online platforms and digital marketplaces that help connect businesses with potential customers. In deciding to revise the definition of “product seller” to include new categories of defendants, courts have applied factors that pre-date – by several decades – the applicable technologies. These factors are not only outdated, but they are also heavily weighted against defendants. In this presentation, Steve Finley from Pennsylvania member, Gibbons, argues that it is time to develop a new framework for strict products liability, better define “product seller,” and protect against further expansion of strict liability.

Gabriele Wohl

Gabriele Wohl

Bowles Rice
West Virginia
10:40a - 11:20a

Panel - Truth and Consequences of Reverse False Claims

The False Claims Act imposes liability on those who defraud the government by submitting false information to secure payment from government programs. The False Claims Act also counts as fraud the failure to fulfill an obligation to the government by withholding truthful information, known as “reverse false claims.” Panelists in this session will identify those instances when neglecting government payments and holding onto mistaken government overpayments falls under the False Claims Act, as well as reveal how to mitigate liability.

Panelists:
Brandon Essig – Lightfoot Franklin & White
James Perrine – Huntington Ingalls Industries
Jack Sharman – Lightfoot Franklin & White
Name Name – Company

Diane Averell

Diane Averell

Porzio Bromberg & Newman
New Jersey
11:20a - 11:25a

Closing Argument by The Trial Network Chair

11:25a - 11:30a

Gather Lunch for Breakout Sessions

Stephanie Laws

Stephanie Laws

Maslon
Minnesota
11:30a - 12:30p

Breakout A - New Rule 702: Everything You Need to Know About the Admissibility of Expert Testimony

The evidentiary rule governing admissibility of expert testimony in federal court – Federal Rule of Evidence 702 – was amended effective December 1, 2023, to clarify how judges, as gatekeepers, should rule on expert admissibility issues. This breakout will provide an overview of those recent changes and the relevant case law, as well as best practices for leveraging Rule 702 in litigation.

Discussion Leader:
Ken Mathieu – Berkeley Research Group
Derek Stikeleather – Goodell DeVries Leech & Dann

Vito Gagliardi, Jr.

Vito Gagliardi, Jr.

Porzio Bromberg & Newman
New Jersey
11:30a - 12:30p

Breakout B - Teamwork Makes the Litigation Dream Work: The Partnership in Litigation Management

When in-house and outside counsel’s approaches to litigation management are in sync, matters proceed more efficiently, potentially saving the client time, money, and a lot of headaches. Drawing from recent trials and decades of experience, Porzio’s Vito Gagliardi will share best practices for establishing and maintaining this partnership from the initial case assessment through post-trial, including how to stay aligned through the most stressful aspects of trial.

Discussion Leaders:
Jeremy Glassford – EPIC Insurance Brokers
Cammy Kennedy – DR Horton
Maureen Middleton – Primerica
Charlotte Ritz – Fannie Mae
Jennifer Sova – Amazon
Tiffanee Wade-Henderson – International Paper
Kerri Wright – Porzio Bromberg & Newman

Lauren Fisher White

Lauren Fisher White

Christian & Barton
Virginia
11:30a - 12:30a

Breakout C - An Ounce of Prevention: Proactive Steps Employers Can Take to Limit Litigation in 2024

Staying abreast of the latest changes to employment regulations and monitoring litigation trends can help employers identify and correct problems before plaintiffs’ attorneys come knocking. In this breakout, Lauren Fisher White will explore changes to equal pay, independent contractor, and non-competition regulations, and provide proactive strategies to mitigate litigation risk, such as pay audits and critical updates to handbooks and contract templates.

Discussion Leader:
Bruce Batista – Sherwin-Williams
Tina Wills – Smith Gambrell Russell

Moheeb Murray

Moheeb Murray

Bush Seyferth
Michigan
11:30a - 12:30p

Breakout D - The New Normal for Juries? Safetyism, Emotional Thinking, and High Damages

The jury pool is evolving: jurors today are increasingly angry and untrusting, strongly risk-averse, and less prone to compromise. Safetyism – a series of thought fallacies – appears to be a key culprit in these shifts, which are driving an uptick in “nuclear verdict” frequency and dollar amounts. In this session, breakout leaders will examine independent research supporting these troubling trends and provide solutions for voir dire, jury selection, and themes to counter the risk of nuclear verdicts.

Discussion Leader:
Jill Leibold – IMS Consulting
Greg Marshall – Snell & Wilmer
Jennifer White – Volkswagen

1:00p - 5:00p

Afternoon Recreation - Catamaran Cruise, Biking, Pickleball, Town Shuttle, Spa, Pool, Beach

6:00p - 9:00p

Closing Night Cocktail Reception and Dinner

8:30p - 11:59p

Hospitality Suite in the Tidewater Grill